Profile
Sharon Lear
ListedFee-Only Financial Planning and Tax Planning in Austin
About
About
Sharon Lear is listed with Guideway Financial, LLC, a fee-only financial planning firm headquartered in Austin, Texas.
Guideway Financial’s site names Sharon Lear directly and describes the firm as owned by Sharon and Jim Lear.
Sharon Lear is listed with Guideway Financial, LLC, a fee-only financial planning firm headquartered in Austin, Texas. The firm describes its work as holistic personal financial planning that integrates goals, investments, cash flow, estate considerations, taxes, business planning, and retirement decisions.
Guideway Financial’s site names Sharon Lear directly and describes the firm as owned by Sharon and Jim Lear. Its planning approach uses an annual retainer model rather than assets under management, with clients maintaining control and implementation of investments at the bank, brokerage, or custodian of their choice.
- Tax planning within broader financial planning
- Investment advisory and portfolio analysis
- Retirement and cash flow planning
- Business and estate planning considerations
- In-person and remote service options
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Austin, TX
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